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Import Customers with QuickBooks Online

Connecting your customer info with Quickbooks Online

Support avatar
Written by Support
Updated over 2 weeks ago

Importing your customer info through a Quickbooks Online connection is the most common way to use PoolBrain and it's as easy as signing into your account.

You only need to do this once.

STEP 1 -Click on the "CUSTOMERS" tab on the left side of the screen to bring up the import options (you can also do this from the Settings section). 

pool company software - customer import

STEP 2 - Click on "IMPORT FROM QUICKBOOKS" 

STEP 3 - A QuickBooks (Intuit) sign-in window will appear. 

Enter the same username and password that you would normally use to sign-in to your Quickbooks Online account for your company.

Follow any additional prompts given and your customer information will begin to sync with PoolBrain right away. The syncing process typically takes less than 5 minutes and you'll need to refresh the page to see the customer data.  

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